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Sales Assistant
Foresters Financial Services
Monrovia, CA, United States
Job Details - this job has expired, please see similar jobs below
Description
Essential Duties:
• Act as a liaison between the representative and their clients. The type of support is dictated by whether or not the incumbent is FINRA licensed.
• As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.
• Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.
• Maintain representative’s file organization.
What You Will Learn:
• Products and services including Mutual Funds, Annuities and Life Insurance,
• Retirement products including IRAs and 403(b)s
• College funding products including ESAs and 529 plans
• Asset allocation strategy
• Time value of money
• Prospecting and telephone techniques (if you become FINRA licensed)
• Compliance training
Educational and Background Requirements:
• High School diploma or equivalent
• Some college preferred
• FINRA licensing may be required (S6/S63)
• Strong verbal communication skills with a customer-service focus
• Strong organizational skills
• Ability to meet deadlines
• Proficient use of Microsoft Office including Word, Excel and PowerPoint
Hours and Compensation:
40 hours/week
$15-$19/hr + bonus potential - DOE and licensing